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Ishares Tr cmn shares owned by Holcombe Financial

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Holcombe Financial from 13F filings

Historical chart of Holcombe Financial investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Holcombe Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 107k 103.36
2025-06-30 $11M 106k 102.91
2025-03-31 $11M 104k 103.47
2024-12-31 $10M 103k 100.60

More positions owned by Holcombe Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Montrose Environmental Group (MEG)

View all positions for Holcombe Financial

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn